BHA

Beech Hill Advisors Portfolio holdings

AUM $214M
1-Year Est. Return 23.21%
This Quarter Est. Return
1 Year Est. Return
+23.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
-$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$4.2M
2
+$3.54M
3
+$3.42M
4
JPM icon
JPMorgan Chase
JPM
+$3.33M
5
CVS icon
CVS Health
CVS
+$3.13M

Top Sells

1
+$4.83M
2
+$3.92M
3
+$3.83M
4
GS icon
Goldman Sachs
GS
+$3.73M
5
MS icon
Morgan Stanley
MS
+$3.64M

Sector Composition

1 Healthcare 16.61%
2 Technology 16.33%
3 Industrials 13.78%
4 Communication Services 13.4%
5 Financials 12.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.3M 2.05%
35,789
+22,400
27
$3.25M 2.02%
43,401
+12,301
28
$3.15M 1.96%
37,410
+650
29
$3.13M 1.95%
+47,719
30
$3.07M 1.91%
52,645
+275
31
$3M 1.87%
27,800
+991
32
$2.96M 1.84%
27,765
+210
33
$2.44M 1.52%
41,401
-3,585
34
$2.37M 1.48%
55,106
-32,129
35
$2.36M 1.47%
29,925
+14,945
36
$1.96M 1.22%
25,442
-7,865
37
$1.47M 0.91%
19,178
-3,760
38
$1.16M 0.72%
4,330
+190
39
$964K 0.6%
135,585
+1,540
40
$954K 0.59%
13,189
41
$847K 0.53%
4,150
42
$842K 0.52%
6,525
43
$638K 0.4%
21,400
44
$591K 0.37%
3,441
-50
45
$566K 0.35%
5,204
+915
46
$505K 0.31%
49,000
+500
47
$499K 0.31%
13,568
-3,137
48
$472K 0.29%
7,550
49
$465K 0.29%
3,600
50
$464K 0.29%
3,650
+1,950
1
2
3 4